Week 35 (Day 4): Estate Planning

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Day 4: Assessing Your Estate Needs

• Take Action

• Helpful Tip

• Free Resource

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Week 35 Day 4 Action Plan

Today, let's assess your personal estate planning needs and objectives to create a customized plan.

Take Action: Assessing Your Estate Planning Needs

• Evaluate your assets, liabilities, and beneficiaries.

• Consider your family structure and long-term financial goals.

Helpful Tip:

• Estate planning is a continual process; review and update as circumstances change.

Free Resource:

Stay in Touch

When did you last review your estate plan and designated beneficiaries?

Until tomorrow, happy financial management!